$TEX icon$

BDO Wealth Advisors’s Terex TEX Stock Holding History

BDO Wealth Advisors’s Portfolio TEX Stock Details TEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-15	Closed	-$1K	–	656
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	625
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	555
2017 Q4	$1K	Buy	+15	New	+$691	﹤0.01%	474

Other funds holding TEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BDO Wealth Advisors's TEX Position: Q3 2018 in Review

BDO Wealth Advisors sold out of Terex (TEX) in Q3 2018, closing a stake of 15 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in TEX in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 297 funds tracked by Wall St. Rank hold TEX as of Q3 2018.

BDO Wealth Advisors reported no remaining Terex position as of Q3 2018 after selling out during the quarter.
BDO Wealth Advisors sold 15 Terex shares in Q3 2018, an estimated $1K.
BDO Wealth Advisors first reported a position in Terex in Q4 2017 and held it in 3 quarters.
BDO Wealth Advisors's Terex position peaked at $1K in Q2 2018.
297 funds tracked by Wall St. Rank held Terex as of Q3 2018.

Based on BDO Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.